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Started By
Message
Are fast food stocks pretty much done for the foreseeable future??
Posted on 8/12/25 at 4:07 pm
Posted on 8/12/25 at 4:07 pm
I only own two: Mcdonalds and Darden(Olive garden) . Dumped DPZ( domino's ) last week. With the cost of labor, materials and supplies in general is it worth even looking at any other Restaurant stocks?Will continue to hold Mcdonald's/Darden for the Div but wanted to see if anyone else owned any other restaurant stocks? or planned on buying any?
10
Posted on 8/12/25 at 4:18 pm to FLObserver
I haven't researched much of the industry, but i did see Chipotle received an upgrade rating today by an analyst. It's crazy to me that this stock had a 50:1 split at one point.
Pulling from memory on headlines I've seen -- Chipotle, CAVA, and Dominos (you said you sold this however) are stocks I've read good things about.
-----------
ETA
HAHA holy shite...mins after i posted, Barron's posted an article:
Thus proving I have not stayed up to date on food chain stocks
Pulling from memory on headlines I've seen -- Chipotle, CAVA, and Dominos (you said you sold this however) are stocks I've read good things about.
-----------
ETA
HAHA holy shite...mins after i posted, Barron's posted an article:
quote:
CAVA
+2.67%
Group, the Mediterranean-themed fast casual restaurant chain, missed expectations for second-quarter revenue and cut its full-year outlook for same-store sales growth, sending its stock plunging 22% in after-hours trading.
Thus proving I have not stayed up to date on food chain stocks
This post was edited on 8/12/25 at 4:24 pm
Posted on 8/12/25 at 5:17 pm to FLObserver
It’s a tough business to enter.
It’s a tough business to grow.
It’s a tough business.
Who are their suppliers?
There may some businesses with higher margins in supply/support of restaurants.
It’s a tough business to grow.
It’s a tough business.
Who are their suppliers?
There may some businesses with higher margins in supply/support of restaurants.
Posted on 8/12/25 at 5:21 pm to FLObserver
It’s not fast food. It’s good food quickly
Posted on 8/12/25 at 5:41 pm to Lgrnwd
CAVA and Chipotle got crushed this week and last.
Posted on 8/12/25 at 8:15 pm to STLhog
I’ve been looking into CAVA all afternoon. I’m a fan of the restaurant and missed the IPO run up.
They have 400 stores today. I fully believe them on 1,000 by 2030.
Positive free cash flow and very much in growth mode. No real debt on the books.
They have 400 stores today. I fully believe them on 1,000 by 2030.
Positive free cash flow and very much in growth mode. No real debt on the books.
Posted on 8/12/25 at 8:21 pm to FLObserver
quote:they need to team up with the weight loss drug makers . The reason I don’t eat fast food is not because I don’t like fast food, I absolutely love Taco Bell, at my age it takes me 26 days of fasting to drop the weight from one meal at Taco Bell . I’d eat it more if I could .
Are fast food stocks pretty much done for the foreseeable future??
Posted on 8/12/25 at 8:31 pm to FLObserver
Margins are down, it's expensive as hell to eat out and people are choosing to stay home, and in my case, private equity fricked shite up
Posted on 8/12/25 at 8:44 pm to FLObserver
Wingstop is still going strong.
Shake shack took a bit of a hit recently , could be a buy opportunity.
Shake shack took a bit of a hit recently , could be a buy opportunity.
Posted on 8/12/25 at 9:29 pm to jefforize
I just don’t see the upside for Chipotle
They’ve run off customers with their $20 bowls and burritos and skimped on portions, and now are saying they are losing money on food prices.
How do you get them back at those prices?
They’ve run off customers with their $20 bowls and burritos and skimped on portions, and now are saying they are losing money on food prices.
How do you get them back at those prices?
Posted on 8/12/25 at 9:32 pm to evil cockroach
quote:
they need to team up with the weight loss drug makers . The reason I don’t eat fast food is not because I don’t like fast food, I absolutely love Taco Bell, at my age it takes me 26 days of fasting to drop the weight from one meal at Taco Bell . I’d eat it more if I could .
Why are there not any "fast food" healthy meal places? Wrong customer base for the fast concept? Personally, I'd frequent any place I could get non fried chicken and an assortment of vegetables in a reasonable amount of time. I suppose the amount of time to steam or boil a vegetable and get it sold through in a reasonable amount of time would lead to a lot of waste? I can have spinach spun up in the microwave in a minute or two.
This post was edited on 8/12/25 at 9:33 pm
Posted on 8/12/25 at 9:53 pm to FLObserver
quote:
Dumped DPZ( d
Same, but mine was after I'd tried most of the menu. I prefer Pizza Pro or Hunt's brothers. Domino's does have the delivery part down. if they get to a more reasonable price, I'll buy back.
Posted on 8/12/25 at 11:07 pm to dallastiger55
Chipotle has a long road. Social media is firmly against them
Posted on 8/13/25 at 4:55 am to jmarto1
CAKE (cheesecake factory) had great earnings and has some good new restaurant chains on the rise. They are killing it
Posted on 8/13/25 at 7:24 am to LChama
Texas Roadhouse too. They’re killing it.
This post was edited on 8/13/25 at 7:25 am
Posted on 8/13/25 at 10:18 am to STLhog
Chili's has also been on fire after some dismal years.
I do like CAVA long term.
I do like CAVA long term.
Posted on 8/13/25 at 10:50 am to FLObserver
McDonald's is the GOAT and will remain strong for years to come.
Posted on 8/13/25 at 11:58 am to jmarto1
quote:
Chipotle has a long road. Social media is firmly against them
Why is this? Is it because of the listeria issue a few years back?
Posted on 8/13/25 at 2:25 pm to supadave3
quote:
Why is this? Is it because of the listeria issue a few years back?
It became a trend tk post how little mest you got. It is like us complaining about cane's but on steroids
Posted on 8/13/25 at 3:14 pm to FLObserver
Not sure about whether you’d call this fast food, but Kevin Hiochman did a turnaround using simplicity and cost savings for Chilis (Brinkman Intl)
This post was edited on 8/13/25 at 3:15 pm
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